They've been super supportive and helpful. Whenever I've had problems understanding anything, even when my mother passed on, they were very allowing and there for me. The people in chat and in customer support are always always patient, knowledgeable and friendly. I talk with them often! I can't say enough how helpful they are.
I wish I knew how to use all of it. There's always a new function that it can do to save me time. Since I don't have a team, Keap is like my own secretary, streamlining functions.
It takes so long to set up. The look of emails is very flat and uninteresting. Word processing in the individual letters I send out takes forever. It's definitely not a great place to write letters.
Likelihood to recommend: 10/10
Having a central place for all of our information, and the ability to tag people automatically has saved lots of time and definitely increased or ability to connect with clients and sell. Using the automated email campaigns and sequences to offer automated free trials as opposed to having to manually send out emails has been a lifesaver.
The customization options are nearly endless. The embeddable forms, that can trigger tags, which can trigger sequences such as email campaigns, have saved us hours of formerly manual work every day. The campaign builder is incredibly deep and robust, allowing for anything you can imagine. The thought given to different ways to do nearly everything is great. They have a /Tellus page and are responsive to suggestions. I recently mentioned on the that when adding a contact, the email field should automatically trim whitespace from each end, because when copying and pasting it often have an error. Within 2 weeks, that change had been implemented. The import from CSV file options are very robust. Lots of third party integrations, and a robust API. Very helpful community for questions with actual developers there.
The search is a little clunky. It's great if you're searching name, phone number or email address, but to search anything else like custom fields requires going to a separate page and finding that field. Would be great if there was an option to "search all the things", or to add custom fields to the default search. Not really their fault, but because we sell products in both Canada and the US in 2 different currencies, we're unable to use their ordering forms. When you leave it idle, rather than timing out gracefully, you lose any unsaved info. I know that's more of a "my workflow, why the hell aren't you saving your work" issue, but it's still annoying. Campaign builder doesn't work in Firefox, so I'm forced to use Chrome for that...
Likelihood to recommend: 9/10
Excellent, I am approaching 7 years using this software and am still happy with it.
I use the Infusionsoft product as opposed to the Keap product. I like the flexibility and robustness of the campaign builder.
It can be challenging to train others on the intricacies of the campaigns.
Likelihood to recommend: 10/10
InfusionSoft was great at first and exciting to learn the platform and start building campaigns. The campaign builder is by far the best part as it is very easy to understand and super easy to visualize your campaign the way it maps out. The elements, processes, communications, etc. are all on a grid map with arrows connecting and directing contacts where to go based on criteria, tags, and triggers you define and set. Once your developers connect everything you need, it is fun to create campaigns.
Two problems: the CRM is subpar and some integration connections are not ideal. In terms of CRM, there are a lot of preloaded fields as you could expect. The problem is that if there are fields you do not need or use for your business, you're stuck looking at them no matter what. You can create and add up to 100 new custom fields and define the type of field they are, but you cannot remove or even hide existing fields or tabs. Also, we used ScheduleOnce to connect to schedule leads who interacted with our site by filling out a form. Sometimes ScheduleOnce would update their system and cause problems with InfusionSoft and vice versa. Support from IS was quick to address and fix this when it was on their end though.
Likelihood to recommend: 7/10
Infusionsoft literally runs all the backend functions of my business and even some of the front end operations. We use it for all our billing, our email marketing, tracking our progress with our clients, even some of our scheduling. I even keep finding new ways to integrate it into our business, it's fantastic.
I love it's flexibility and ability to automate processes that used to take up a lot of my time. It integrates with loads of other softwares, so I can literally use it to run almost my whole business.
The biggest con of the software version that I use is that it's so flexible that it can be confusing to operate, this is why I think it's so great that they have now released a simplified version that can work for almost anyone.
Likelihood to recommend: 10/10
Pricing starts at $79 for 500 contacts and unlimited emails.
Most business owners launch their companies because they have a passion for their product or industry, not because they love the day-to-day minutia that goes along with running an SMB. Infusionsoft is a web-based solution that handles all the tasks that many business owners prefer not to manage on their own, helping users grow sales, get organized, and save time when dealing with basic business issues.
One of the key functions of using Infusionsoft is its ability to relieve the stress and effort involved in defining work flow processes and ensuring sales and marketing teams are aligned with the same business goals. By automating sales and marketing efforts, Infusionsoft enables businesses to maintain consistent brand messaging throughout their campaigns and to ensure personalized customer experiences.
Used by more than 20,000 small businesses, Infusionsoft’s cloud-based platform includes features for marketing campaign automation, online sales, lead scoring, custom quoting, contact management, and list segmentation. The application was developed specifically to provide entrepreneurs with tools that simplify the sales and marketing process, so business owners can spend more of their time dealing with the types of tasks and projects they actually enjoy.
A sales and marketing software solution for small businesses, Infusionsoft was created to help its users get organized, grow sales, and save time. It allows business owners to both manage and automate their sales and marketing programs within one unified system. Infusionsoft also includes features like lead capturing, e-commerce, lead scoring, and an advanced email marketing platform.
Organization is another important part of Infusionsoft. Tools like task and contact management systems, calendaring options, and mobile capabilities ensure that entrepreneurs are using a platform that always has simplification in mind. At a glance, business owners are able to see things like client contact information, sales histories, account balances, and lead sources from within the Infusionsoft system.
Infusionsoft was developed for small business owners with one or more years in business. Most Infusionsoft customers have between one and 25 employees, they speak English, and they operate in various industries. The average business owner who adopts Infusionsoft has some digital marketing experience, and he or she typically has around $50,000 in annual revenue.
Infusionsoft provides the tools to create high performing marketing campaigns from start to finish. Users can choose from one of numerous campaign templates, or they can create their own custom campaign. The campaigns include email marketing, direct mail letters, social media posts and automated voice broadcasts. These can be set up to run at specific times and dates, or upon certain behavioral triggers such as clicks and purchases.
The branding center within Infusionsoft ensures branding remains consistent across all communication platforms and channels. Furthermore, web activity monitoring tools such as visitor tracking, and website and landing page analytics, used alongside real-time marketing reports showing open rates, click throughs and social reach, ensure that all marketing efforts are continuously being refined and improved upon.
An email marketing platform enables Infusionsoft customers to design professional-looking business emails. These emails can include everything from special promotional offers to autoresponders meant to nurture fragile leads. Infusionsoft’s email marketing platform includes spam scoring, which helps to ensure high inbox deliverability rates for users.
Users can avail of Infusionsoft’s drag and drop tools, available in the Campaign Builder, to design their first promotional email. They can choose to design in HTML or plain text, and can include elements like textboxes and social sharing widgets. The layout can be customized and the provided style tools can be used to add branded elements to emails.
Along with pipeline management, lead scoring and distribution, other sales automation features within Infusionsoft include the ability to create custom quotes for potential clients. Once these quotes have been approved by the client, they are automatically converted into orders.
Sales reports on key performance metrics such as conversion rates and revenue make it easier to understand where sales teams have been successful and where they are under-performing. Choose to view these metrics directly from the dashboard, or pull reports as and when they are needed.
Depending on the type of business, lead scoring can be an incredibly important feature for entrepreneurs and sales teams. Infusionsoft’s lead scoring and distribution tools make it possible for businesses to identify “hot” leads and improve overall productivity through visual lead scoring.
Click on a contact’s profile and check out the number of flames showing under the Recent Activity section. The more flames that show up, the “hotter” the lead is. This type of lead scoring is easy to understand, and it ensures that leads are always assigned to the appropriate salespeople on your team.
Infusionsoft’s contact management system lets users see client contact information, marketing and sales histories, order and account balances, lead sources, lead scores, tasks and appointment histories, and website activity histories.
Click on the contact management tab, and select a name from the contact management system. On one screen, that person’s general information and an account summary appears, showing how much money that person has paid to the company. It is also possible to add tags, which are searchable notes that businesses can use for list segmentation.
The Infusionsoft CRM can be used to automate certain contact management tasks, ensuring client relationships are continuously nurtured. This can be done by setting up appointments, tasks and “follow-ups” within the CRM. Users can add active notes on prospects and clients, and have the ability to view and share interaction history with colleagues.
E-commerce tools allow Infusionsoft customers to create professional-looking online storefronts for their businesses. Included in these storefronts are digital shopping carts, which enable businesses to process transactions through their websites.
Infusionsoft provides users with customizable templates that they can use to design their e-commerce store. In addition to selling physical products (like t-shirts or posters, for example) there is also the option to sell services or subscriptions using Infusionsoft’s e-commerce tools. Users can then collect payments through PayPal or with a credit card.
One of the key E-commerce automation features within Infusionsoft includes post-purchase automation. Using this feature the entire online selling process is taken care of by the software, so users don’t have to lift a finger. After an order is placed, the software automates the fulfillment and delivery processes, as well as follow-up targeted campaigns and up-selling.
Other E-commerce automation tools within Infusionsoft include inventory management for tighter stock control, promotional tools for offering discounts and free trials, and referral campaign programs for agent partnerships.
Infusionsoft integrates with small business resources such as Microsoft Outlook ®, Gmail, PayPal and hundreds of others through our API, as well as applications like Zapier. Through services, integrations and apps, Marketplace by Infusionsoft also connects customers with an ecosystem of solutions to help them do more with Infusionsoft.
Infusionsoft offers simple pricing, with no contracts required. Pricing plans range from $199 per month (for the Essentials package) to $379 per month (for the Complete package). With Kickstart Services, each new customer receives one-on-one consulting and training resources to reduce ramp-up time and get to value faster.
Automates sales and marketing processes to ensure brand consistency and your ideal customer journey
Helps small businesses grow sales, get organized, and save time
Handles the sales and marketing tasks that entrepreneurs dread
Used by more than 20,000 small businesses
Includes features for marketing automation, online sales, lead scoring, custom quoting, contact management, and list segmentation
Saves businesses time by housing all sales processes within one system